PointWake CRM Training Video
Import and Engage Existing Contacts
Import an existing contact list and prepare those records for organized communication and follow-up.
Import and Engage Existing Contacts . 2:59 . Intermediate . Advanced CRM and Reporting . Source: Import and Engage with all Your Contacts Instantly (LeadConnector)
About this video
Import and Engage Existing Contacts is a 2:59 walkthrough in the PointWake CRM training library. Import an existing contact list and prepare those records for organized communication and follow-up. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
Once the basics run, reporting tells you what to fix next. This walkthrough shows where the numbers live and how to read them. It is filed under Advanced CRM and Reporting at a intermediate level. It helps to have your account basics in place before you follow along. Confirm consent, suppression lists, field mapping and data quality before sending email or SMS to imported contacts. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to ask about crm migration below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where import and engage existing contacts lives inside PointWake CRM and what it controls
- Import an existing contact list and prepare those records for organized communication and follow-up
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- The caution to keep in mind: Confirm consent, suppression lists, field mapping and data quality before sending email or SMS to imported contacts.
- What to check afterwards before you rely on it with real customers